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Pacific Capital Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-607
Closed -$8.79K – 321
2024
Q4 		$8.79K Hold
607
– – ﹤0.01% 282
2024
Q3 		$7.67K Hold
607
– – ﹤0.01% 320
2024
Q2 		$8.14K Buy
+607
New +$7.35K ﹤0.01% 337

Other funds holding SMFG

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pacific Capital Wealth Advisors's SMFG Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2025, closing a stake of 607 shares — an estimated $8.79K sold.

Pacific Capital Wealth Advisors first reported a position in SMFG in Q2 2024 and held it in 3 quarters. The position peaked at $8.79K in Q4 2024. 358 funds tracked by Wall St. Rank hold SMFG as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Sumitomo Mitsui Financial position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 607 Sumitomo Mitsui Financial shares in Q1 2025, an estimated $8.79K.
  • Pacific Capital Wealth Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's Sumitomo Mitsui Financial position peaked at $8.79K in Q4 2024.
  • 358 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.